LP Profile

Columbia Advisory Partners

Also known as columbia advisory

Wealth ManagerSpokane, United StatesFounded 2004
$313M
Assets Under Management
Spokane
Headquarters
Investment Focus

About Columbia Advisory Partners

Columbia Advisory Partners is an independent registered investment adviser based in Spokane, Washington, founded in 2004. It serves pre-retirees, business owners and families across the Pacific Northwest and reports more than 800 families as clients. Its advisers hold CFP, CFA and CPA credentials. The firm states that it chooses tools, custodians and strategies to fit each client and coordinates with clients' accountants and estate attorneys. Reported assets under management are about $313 million.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Columbia Advisory Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$312.6M
Total Clients
1,822
Filing Date
March 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Columbia Advisory Partners?

Columbia Advisory Partners is a wealth manager based in Spokane, United States, managing approximately $313M in assets.

Where is Columbia Advisory Partners headquartered?

Columbia Advisory Partners is headquartered in Spokane, United States.

How much does Columbia Advisory Partners manage?

Columbia Advisory Partners manages approximately $313M in assets under management.

When was Columbia Advisory Partners founded?

Columbia Advisory Partners was founded in 2004.

How can I contact Columbia Advisory Partners?

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